Free preliminary assessment

Reduce Manual Work & Connect Your Systems

Business Process Automation & Implementation

Find out where repetitive work, disconnected systems and manual processes may be costing your business time, creating errors or slowing work down — and whether business process automation, workflow automation, systems integration or another type of improvement may be appropriate.

This assessment uses structured answers and predefined decision rules. It does not use AI to invent conclusions from your responses.

Website

Before you begin

Tell us who the assessment is for

Name is required. The other contact information is optional unless you later ask us to email your results or contact you.

Name *

Business / Organisation

Phone

I understand that FundiLogix will use the information I provide to generate and administer this preliminary assessment and will not use my assessment information for unrelated marketing. Privacy Policy.

Question

What are you mainly trying to improve?

Select all that apply.

Question

How often does the repetitive or manual work happen?

Several times per day Daily Several times per week Weekly Less often It depends on the process Not sure

Question

Approximately how much staff time does the process consume?

A few minutes at a time Less than 1 hour per week 1–5 hours per week 5–10 hours per week More than 10 hours per week Several people's time is involved We don't know

Question

What does staff currently do manually?

Select all that apply.

Question

How many different systems or tools are involved in the process?

One Two Three to five More than five Mostly spreadsheets and email A mixture of software, spreadsheets and email We don't know

Question

Do people manually move information between these systems?

No Occasionally Regularly Several times per day Yes, and it is a major part of the process Not sure

Question

Is the process generally performed the same way each time?

Yes, it follows a clear and consistent process Mostly, with a few exceptions Different people do it differently It changes regularly There are many unusual cases We are still deciding how it should work Not sure

Question

Are the decisions in the process based on clear rules?

Yes, most decisions follow clear rules Some decisions follow rules and some need judgement Human judgement is required often The rules are not clearly defined Decisions vary depending on who handles the work Not sure

Question

How often do exceptions occur?

Rarely Occasionally Regularly Very often Almost every case is different Not sure

Question

What happens when the process goes wrong?

Select all that apply.

Question

Are there currently checks, approvals or controls before certain actions happen?

No A few simple checks Manager approval is required Several approval stages are involved Different approvals depend on the situation Some actions should never happen automatically We are not sure

Question

How reliable is the information the process depends on?

Generally accurate and well organised Mostly accurate, with occasional problems Some information is incomplete or inconsistent Different systems contain different versions Data quality is a significant problem We don't know

Question

Do you know whether your existing software can exchange information with other systems automatically?

Yes Some of the systems can No We don't know

Question

Where do you think AI might help?

Select all that apply. This question appears only if you indicated an interest in AI-assisted automation.

Question

Is there anything else you'd like us to know about the process?

Optional. This context is sent to FundiLogix but does not independently determine the automated result.

JavaScript is unavailable, so all assessment questions are shown at once.Complete assessment